Lindsey is joined by Chia-Li Chien, PhD, CFP®, PMP®, CPBC, an expert on business succession planning, for a discussion on how strategic succession planning allows your clients to smoothly sail into the sunset after a successful career.
Dr. Chia-Li Chien is a Succession Program Director at the Value Growth Institute. Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. She is a frequent speaker about succession planning at national conferences and has published three award-winning books. She also serves on the boards of various national financial service associations.
**EXCLUSIVE OFFER: Schedule your initial succession planning appointment at 25% off at https://bit.ly/vgi_app. Use promo code TAC25%OFF.**